Emerging Market corporate bonds: equity-like returns with lower volatility
Investors across the globe have had to grapple with rapidly changing US policies, affecting everything from the US domestic economy, long-held North American trade pacts,
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DeepSeek: New AI Apps and the Inexorable Demand for Computing Capacity
We have held Nvidia in the J. Stern & Co. World Stars Global Equity Fund since early 2022. Given the market sell-off in AI-related stocks
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A focus on quality and diversification shines through –a review of 2024 and the outlook for 2025
In 2024, our World Stars Global Equity strategy performed strongly despite macroeconomic and geopolitical challenges thanks to its focus on quality and the diversification of
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Commentary
Sakura in London
Sakura in London, the first cherry blossoms blooming across the city, herald the beginning of Spring, the time of optimism and growth.  They remind us
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Commentary
Opportunities and Risks
The year has started off with strong performance for our World Stars Global Equity strategy.  As stock market valuations have increased, our selection of globally
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Commentary
Beyond 2024: Quality and innovation will matter more than ever
As the year 2024 comes to a close, we look back at a year of dramatic events.  Not all of them have turned out as
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